Sentences with phrase «part of one's asset allocation»

We believe this style of investing is appropriate for a portfolio's core holdings and as part of an asset allocation strategy.
But for the more liquidity - focused part of an asset allocation strategy, now may be a good time for short - duration products.
Part of asset allocation planning is being ready to take advantage of opportunities.
But for the more liquidity - focused part of an asset allocation strategy, now may be a good time to consider investment - grade short - duration products.
The prediction of rates of return for each of the three major asset classes as part of the asset allocation process.
By the time you start withdrawing funds though, cash plays a more important part of asset allocation as liquidity is more important at this stage.
So adding cash, gold and real estate as part of your asset allocation is the only way to be considered fully diversified.
Part of the asset allocation process is choosing the categories you will invest in.
Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.
For example, as part of the Asset Allocation Committee, Caron and the other members of the committee come together to debate investing strategies and portfolio ideas.
You also mention private equity — that is in fact part of my asset allocation plan — approximately 10 % will be split between a US private equity ETF and an international private equity ETF.
Third Misconception: Expected Return Is All You Need Even assets with disappointing expected returns can be a significant part of an asset allocation plan, as long as they offer diversification benefits.
# 4 Using the cash or liquid position of your portfolio: the Emergency Fund is part of your asset allocation Alternatively, there is a simpler approach to handling money.
It comes with the Portfolio Statistics Calculators, which used to be part of the Asset Allocation Software:
And aside from all that, I think (unlike Jack) that unhedged foreign bonds are a core part of asset allocation, especially if used tactically.
He also notes that James Montier is part of the asset allocation team of GMO, run by one of the high priests of mean reversion, Jeremy Grantham.
Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.
This is what people are saying when they suggest owning a small slice of commodities as part of an asset allocation.
Real estate does not have a strong correlation to stocks or bonds and should be part of your asset allocation.
As you say, that part of the asset allocation recipe is discussed a lot.
The Dividend Guy uses small - caps as part of his asset allocation — this post discusses why.
Investing in corporate bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in them.
However, for some people it might make sense to have it as part of your asset allocation.
You'd have an emergency fund in a savings account while perhaps simultaneously maintaining a cash position in a brokerage sweep account as well, as part of your asset allocation.
For instance, let us say that you have 60 percent equity exposure and 40 percent exposure in debt, as a part of your asset allocation strategy.
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